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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $774,388 |
Filed as: TOCQUEVILLE ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3747557 | Investment Management | $291,350 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 28 · EIN 41-1460668 | Investment Management | $285,758 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $277,109 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $180,125 |
LORD ABBETT2+ years Filed as: LORD ABBETT & COMPANY, LLC Service code 28 · EIN 13-5620131 | Investment Management | $160,105 |
SYNTONIC SYSTEMS, INC.2+ years Filed as: SYNTONIC SYSTEMS, INC Service code 14 · EIN 13-2925049 | Plan Administrator | $139,383 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 · EIN 36-3429599 | Investment Management | $126,157 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $125,434 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $109,325 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.69% | 20.78%-10.1pp | 10.36%+0.3pp | 16.32%-5.6pp |
| Employer contribution / active EE | $3,359 | $15,647-78.5% | $37,738-91.1% | $12,766-73.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |